View ValuationAurora Design 将来の成長Future 基準チェック /16Aurora Design利益と収益がそれぞれ年間9%と3.4%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に18.1% 8.6%なると予測されています。主要情報9.0%収益成長率8.60%EPS成長率Specialty Retail 収益成長9.3%収益成長率3.4%将来の株主資本利益率18.10%アナリストカバレッジLow最終更新日12 May 2026今後の成長に関する最新情報Price Target Changed • Mar 10Price target increased by 16% to ฿20.15Up from ฿17.35, the current price target is an average from 2 analysts. New target price is 24% above last closing price of ฿16.30. Stock is up 13% over the past year. The company is forecast to post earnings per share of ฿0.97 for next year compared to ฿0.85 last year.Price Target Changed • Jul 31Price target increased by 7.1% to ฿17.35Up from ฿16.20, the current price target is an average from 2 analysts. New target price is 20% above last closing price of ฿14.50. Stock is down 15% over the past year. The company is forecast to post earnings per share of ฿0.76 for next year compared to ฿0.64 last year.すべての更新を表示Recent updatesUpcoming Dividend • Apr 23Upcoming dividend of ฿0.56 per shareEligible shareholders must have bought the stock before 30 April 2026. Payment date: 21 May 2026. Payout ratio is a comfortable 51% but the company is not cash flow positive. Trailing yield: 4.1%. Lower than top quartile of Thai dividend payers (7.5%). Lower than average of industry peers (4.6%).Valuation Update With 7 Day Price Move • Mar 24Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ฿12.30, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 12x in the Specialty Retail industry in Thailand. Total loss to shareholders of 28% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ฿6.80 per share.New Risk • Mar 05New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 4.1% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). High level of non-cash earnings (37% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.Reported Earnings • Mar 02Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: ฿1.09 (up from ฿0.85 in FY 2024). Revenue: ฿39.9b (up 22% from FY 2024). Net income: ฿1.46b (up 29% from FY 2024). Profit margin: 3.7% (up from 3.5% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.1%. Earnings per share (EPS) also surpassed analyst estimates by 2.8%. Revenue is forecast to grow 4.2% p.a. on average during the next 2 years, compared to a 5.2% growth forecast for the Specialty Retail industry in Thailand. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Declared Dividend • Mar 02Dividend increased to ฿0.56Dividend of ฿0.56 is 33% higher than last year. Ex-date: 30th April 2026 Payment date: 21st May 2026 Dividend yield will be 3.7%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by earnings (42% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 74% per year over the past 3 years and payments have been stable during that time. EPS is expected to grow by 19% over the next 2 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Feb 27+ 1 more updateAurora Design Public Company Limited announces Annual dividend, payable on May 21, 2026Aurora Design Public Company Limited announced Annual dividend of THB 0.5600 per share payable on May 21, 2026, ex-date on April 30, 2026 and record date on May 05, 2026.Valuation Update With 7 Day Price Move • Feb 25Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ฿15.60, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 14x in the Specialty Retail industry in Thailand. Total loss to shareholders of 9.1% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ฿15.06 per share.お知らせ • Jan 08+ 3 more updatesAurora Design Public Company Limited to Report Q3, 2026 Results on Nov 12, 2026Aurora Design Public Company Limited announced that they will report Q3, 2026 results on Nov 12, 2026Board Change • Dec 24Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Suwinai Wattanakom was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Nov 14Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: ฿0.20 (up from ฿0.15 in 3Q 2024). Revenue: ฿10.3b (up 33% from 3Q 2024). Net income: ฿261.5m (up 28% from 3Q 2024). Profit margin: 2.5% (in line with 3Q 2024). Revenue exceeded analyst estimates by 5.5%. Earnings per share (EPS) also surpassed analyst estimates by 8.1%. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Specialty Retail industry in Thailand.Reported Earnings • Aug 14Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: ฿0.27 (up from ฿0.26 in 2Q 2024). Revenue: ฿8.83b (up 19% from 2Q 2024). Net income: ฿362.5m (up 5.2% from 2Q 2024). Profit margin: 4.1% (down from 4.7% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) also surpassed analyst estimates by 3.8%. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Specialty Retail industry in Thailand.Reported Earnings • May 16First quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2025 results: EPS: ฿0.30 (up from ฿0.21 in 1Q 2024). Revenue: ฿8.86b (up 9.9% from 1Q 2024). Net income: ฿398.4m (up 45% from 1Q 2024). Profit margin: 4.5% (up from 3.4% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 9.1%. Earnings per share (EPS) exceeded analyst estimates by 18%. Revenue is forecast to grow 8.9% p.a. on average during the next 2 years, compared to a 4.3% growth forecast for the Specialty Retail industry in Thailand.お知らせ • Apr 24Aurora Design Public Company Limited Approves Cash Dividend for the Year 2024According to the 2025 Annual General Meeting of Shareholder of Aurora Design Public Company Limited held on 22 April 2025. The Meeting resolved, approved the allocation of net profits from the 2024 operating results as a legal reserve amounting to THB 28,246,000 and approve the payment of dividend at the rate of THB 0.42 per share per share, totaling an amount not exceeding THB 560,280,000. This represents 50.48% of the net profit from the Company's separate financial statements.Upcoming Dividend • Apr 23Upcoming dividend of ฿0.42 per shareEligible shareholders must have bought the stock before 30 April 2025. Payment date: 19 May 2025. Payout ratio is a comfortable 49% but the company is not cash flow positive. Trailing yield: 2.5%. Lower than top quartile of Thai dividend payers (8.1%). Lower than average of industry peers (3.7%).お知らせ • Mar 22+ 2 more updatesAurora Design Public Company Limited to Report Q3, 2025 Results on Nov 12, 2025Aurora Design Public Company Limited announced that they will report Q3, 2025 results on Nov 12, 2025Price Target Changed • Mar 10Price target increased by 16% to ฿20.15Up from ฿17.35, the current price target is an average from 2 analysts. New target price is 24% above last closing price of ฿16.30. Stock is up 13% over the past year. The company is forecast to post earnings per share of ฿0.97 for next year compared to ฿0.85 last year.Declared Dividend • Mar 02Dividend increased to ฿0.42Dividend of ฿0.42 is 35% higher than last year. Ex-date: 30th April 2025 Payment date: 19th May 2025 Dividend yield will be 3.0%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by earnings (39% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 97% per year over the past 2 years and payments have been stable during that time. EPS is expected to grow by 11% over the next 2 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 01Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: ฿0.85 (up from ฿0.64 in FY 2023). Revenue: ฿33.2b (up 12% from FY 2023). Net income: ฿1.13b (up 34% from FY 2023). Profit margin: 3.4% (up from 2.9% in FY 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 3.4%. Earnings per share (EPS) exceeded analyst estimates by 3.0%. Revenue is forecast to grow 8.8% p.a. on average during the next 2 years, compared to a 4.9% growth forecast for the Specialty Retail industry in Thailand.お知らせ • Mar 01Aurora Design Public Company Limited, Annual General Meeting, Apr 22, 2025Aurora Design Public Company Limited, Annual General Meeting, Apr 22, 2025, at 14:00 SE Asia Standard Time.お知らせ • Feb 28Aurora Design Public Company Limited Proposes Dividend for the Year 2024, Payable on 19 May 2025Aurora Design Public Company Limited at its board of directors meeting held on February 28, 2025, proposed dividend at the rate of THB 0.42 per share for the year 2024, totaling an amount not exceeding THB 560,280,000, representing 50.48% of the net profit according to the company's consolidated financial statements which is the company's payment policy by comparing the dividend payment information for the annual operating results for 2024, the Board of Directors set a record date for determining the shareholders who are entitled to receive the dividends on 2 May 2025 and set the dividend payment date on 19 May 2025. Ex-dividend date: 30 April, 2025. However, the rights to receive such dividends remain uncertain as it requires the approval from the 2025 Annual General Meeting of Shareholders to be held on 22 April 2025.Reported Earnings • Nov 15Third quarter 2024 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2024 results: EPS: ฿0.15 (up from ฿0.11 in 3Q 2023). Revenue: ฿7.88b (up 19% from 3Q 2023). Net income: ฿204.9m (up 45% from 3Q 2023). Profit margin: 2.6% (up from 2.1% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Specialty Retail industry in Thailand.Reported Earnings • Aug 16Second quarter 2024 earnings: EPS and revenues miss analyst expectationsSecond quarter 2024 results: EPS: ฿0.26 (up from ฿0.15 in 2Q 2023). Revenue: ฿7.52b (flat on 2Q 2023). Net income: ฿344.7m (up 73% from 2Q 2023). Profit margin: 4.6% (up from 2.6% in 2Q 2023). Revenue missed analyst estimates by 2.4%. Earnings per share (EPS) also missed analyst estimates by 3.7%. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Specialty Retail industry in Thailand.Price Target Changed • Jul 31Price target increased by 7.1% to ฿17.35Up from ฿16.20, the current price target is an average from 2 analysts. New target price is 20% above last closing price of ฿14.50. Stock is down 15% over the past year. The company is forecast to post earnings per share of ฿0.76 for next year compared to ฿0.64 last year.Valuation Update With 7 Day Price Move • Jul 05Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ฿13.60, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 15x in the Specialty Retail industry in Thailand. Total loss to shareholders of 7.2% over the past year.お知らせ • Jun 08Aurora Design Public Company Limited Announces CFO Changes, Effective 07 June 2024Aurora Design Public Company Limited announced Changing of CFO. The person assuring overall responsibility in accounting and finance (CFO): Position of CFO - Senior Vice President Finance and Accounting (Acting), Aniwat, Srirungthum. Effective Date of Termination is 07 June 2024. The person assuring overall responsibility in accounting and finance (CFO): Position of CFO - Chief Financial Officer, Miss Pijittra Trirattanathada. Effective date of appointment is 07 June 2024.Reported Earnings • May 15First quarter 2024 earnings released: EPS: ฿0.21 (vs ฿0.20 in 1Q 2023)First quarter 2024 results: EPS: ฿0.21 (up from ฿0.20 in 1Q 2023). Revenue: ฿8.16b (up 10% from 1Q 2023). Net income: ฿274.6m (up 2.7% from 1Q 2023). Profit margin: 3.4% (down from 3.6% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Specialty Retail industry in Thailand.お知らせ • May 03+ 1 more updateAurora Design Public Company Limited Announces Resignation of Pichamon Ieamsamang as Accounting Manager (Chief Accountant)Aurora Design Public Company Limited announced resignation of Miss Pichamon Ieamsamang as Accounting Manager (Chief Accountant), effective April 30, 2024.お知らせ • Apr 27+ 1 more updateAurora Design Public Company Limited Approves Dividend for the Year 2023Aurora Design Public Company Limited at its AGM held on April 25, 2024 approved dividend of THB 0.31 per share for the year 2023.Upcoming Dividend • Apr 25Upcoming dividend of ฿0.31 per shareEligible shareholders must have bought the stock before 02 May 2024. Payment date: 21 May 2024. Payout ratio is a comfortable 49% but the company is not cash flow positive. Trailing yield: 2.3%. Lower than top quartile of Thai dividend payers (6.0%). Lower than average of industry peers (2.8%).New Risk • Mar 19New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 2.2% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). High level of non-cash earnings (20% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.Declared Dividend • Mar 02Dividend increased to ฿0.31Dividend of ฿0.31 is 288% higher than last year. Ex-date: 2nd May 2024 Payment date: 21st May 2024 Dividend yield will be 2.2%, which is lower than the industry average of 2.5%.お知らせ • Mar 01Aurora Design Public Company Limited Proposes Dividend for 2023, Payable on 21 May 2024Aurora Design Public Company Limited held the Board of Directors' Meeting on 28 February 2024, Approved to propose that the 2024 Annual General Meeting of Shareholders consider and approve the dividend payment from the Company's 2023 operating performance, after setting aside the net profit for legal reserve, at the rate of THB 0.31 per share to the Company's shareholders, totaling THB 413,540,000.00. In this respect, the Board of Directors set a record date for determining the shareholders who are entitled to receive the dividends on 3 May 2024 and set the dividend payment date on 21 May 2024. However, the rights to receive such dividends remain uncertain as it requires the approval from the 2024 Annual General Meeting of Shareholders and any shareholders who are disqualified to receive dividends pursuant to the applicable laws shall not be entitles to receive such dividends. Ex-dividend date is April 30, 2024.お知らせ • Feb 29Aurora Design Public Company Limited Announces Resignation of Boonchai Pritivichakant as DirectorAurora Design Public Company Limited announced that Mr. Boonchai Pritivichakant, the director who do not wish to renew his term of office.Reported Earnings • Feb 29Full year 2023 earnings released: EPS: ฿0.64 (vs ฿0.68 in FY 2022)Full year 2023 results: EPS: ฿0.64. Revenue: ฿29.9b (up 1.8% from FY 2022). Net income: ฿850.0m (up 20% from FY 2022). Profit margin: 2.8% (up from 2.4% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.7% p.a. on average during the next 2 years, compared to a 5.8% growth forecast for the Specialty Retail industry in Thailand.New Risk • Nov 16New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 26% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). High level of non-cash earnings (26% accrual ratio).Reported Earnings • Nov 16Third quarter 2023 earnings: EPS and revenues miss analyst expectationsThird quarter 2023 results: EPS: ฿0.11. Revenue: ฿6.71b (down 3.0% from 3Q 2022). Net income: ฿141.6m (up 26% from 3Q 2022). Profit margin: 2.1% (up from 1.6% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 8.0%. Earnings per share (EPS) also missed analyst estimates by 15%. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Specialty Retail industry in Thailand.お知らせ • Sep 19Aurora Design Public Company Limited Announces the Changes of Secretary to the Audit Committee and Company SecretaryAurora Design Public Company Limited announced the changes of: at the Audit Committee meeting no. 5/2023 on 11 August 2023, it was resolved to appoint Acting Sub Lt. Haripong Junya as a secretary of the Audit Committee, with the effective date of 11 August 2023 onwards. At the Board of Directors' meeting no. 4/2023 on 15 August 2023, it was resolved to appoint Ms. Sumana Puangperksuk as a Company Secretary, with the effective date of 15 August 2023 onwards.Reported Earnings • Aug 16Second quarter 2023 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2023 results: EPS: ฿0.15 (down from ฿0.24 in 2Q 2022). Revenue: ฿7.62b (down 2.9% from 2Q 2022). Net income: ฿199.5m (down 17% from 2Q 2022). Profit margin: 2.6% (down from 3.1% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 9.5%. Earnings per share (EPS) also surpassed analyst estimates by 7.1%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Specialty Retail industry in Thailand.Reported Earnings • May 18First quarter 2023 earnings released: EPS: ฿0.20 (vs ฿0.24 in 1Q 2022)First quarter 2023 results: EPS: ฿0.20. Revenue: ฿7.47b (down 4.7% from 1Q 2022). Net income: ฿267.3m (up 12% from 1Q 2022). Profit margin: 3.6% (up from 3.1% in 1Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Specialty Retail industry in Thailand.Valuation Update With 7 Day Price Move • Jan 04Investor sentiment improved over the past weekAfter last week's 16% share price gain to ฿19.80, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 22x in the Specialty Retail industry in Thailand.Reported Earnings • Dec 01Third quarter 2022 earnings releasedThird quarter 2022 results: Net income: ฿112.5m (up ฿112.5m from 3Q 2021). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Specialty Retail industry in Thailand.業績と収益の成長予測SET:AURA - アナリストの将来予測と過去の財務データ ( )THB Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/202840,9181,877-1,154-486112/31/202743,3941,764-2,567-2,196312/31/202640,0491,488-3,267-2,951112/31/202538,9551,461-4,773-4,588N/A9/30/202536,7621,333-3,033-2,881N/A6/30/202534,4581,276-2,414-2,275N/A3/31/202533,2391,259-1,510-1,383N/A12/31/202432,6161,135-1,462-1,325N/A9/30/202431,1771,066-1,008-847N/A6/30/202430,0711,003-1,585-1,436N/A3/31/202430,226857-835-683N/A12/31/202329,578850-978-853N/A9/30/202329,731821-1,295-1,187N/A6/30/202330,019792-693-591N/A3/31/202328,928735-380-286N/A12/31/202229,358708-7717N/A9/30/202228,690722374454N/A3/31/202223,511731607673N/A12/31/202122,095586813875N/A12/31/202019,306738226269N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: AURAの予測収益成長率 (年間9% ) は 貯蓄率 ( 2.2% ) を上回っています。収益対市場: AURAの収益 ( 9% ) TH市場 ( 10.9% ) よりも低い成長が予測されています。高成長収益: AURAの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: AURAの収益 ( 3.4% ) TH市場 ( 9.7% ) よりも低い成長が予測されています。高い収益成長: AURAの収益 ( 3.4% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: AURAの 自己資本利益率 は、3年後には低くなると予測されています ( 18.1 %)。成長企業の発掘7D1Y7D1Y7D1YRetail 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/15 02:18終値2026/05/15 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Aurora Design Public Company Limited 3 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。3 アナリスト機関Suwat SinsadokGloblex Securities Co. Ltd.Sontanawoot RatchatrakulTisco Securities Co. Ltd.Theethanat JindaratYuanta Securities (Thailand) Company Limited
Price Target Changed • Mar 10Price target increased by 16% to ฿20.15Up from ฿17.35, the current price target is an average from 2 analysts. New target price is 24% above last closing price of ฿16.30. Stock is up 13% over the past year. The company is forecast to post earnings per share of ฿0.97 for next year compared to ฿0.85 last year.
Price Target Changed • Jul 31Price target increased by 7.1% to ฿17.35Up from ฿16.20, the current price target is an average from 2 analysts. New target price is 20% above last closing price of ฿14.50. Stock is down 15% over the past year. The company is forecast to post earnings per share of ฿0.76 for next year compared to ฿0.64 last year.
Upcoming Dividend • Apr 23Upcoming dividend of ฿0.56 per shareEligible shareholders must have bought the stock before 30 April 2026. Payment date: 21 May 2026. Payout ratio is a comfortable 51% but the company is not cash flow positive. Trailing yield: 4.1%. Lower than top quartile of Thai dividend payers (7.5%). Lower than average of industry peers (4.6%).
Valuation Update With 7 Day Price Move • Mar 24Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ฿12.30, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 12x in the Specialty Retail industry in Thailand. Total loss to shareholders of 28% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ฿6.80 per share.
New Risk • Mar 05New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 4.1% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). High level of non-cash earnings (37% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.
Reported Earnings • Mar 02Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: ฿1.09 (up from ฿0.85 in FY 2024). Revenue: ฿39.9b (up 22% from FY 2024). Net income: ฿1.46b (up 29% from FY 2024). Profit margin: 3.7% (up from 3.5% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.1%. Earnings per share (EPS) also surpassed analyst estimates by 2.8%. Revenue is forecast to grow 4.2% p.a. on average during the next 2 years, compared to a 5.2% growth forecast for the Specialty Retail industry in Thailand. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Declared Dividend • Mar 02Dividend increased to ฿0.56Dividend of ฿0.56 is 33% higher than last year. Ex-date: 30th April 2026 Payment date: 21st May 2026 Dividend yield will be 3.7%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by earnings (42% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 74% per year over the past 3 years and payments have been stable during that time. EPS is expected to grow by 19% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Feb 27+ 1 more updateAurora Design Public Company Limited announces Annual dividend, payable on May 21, 2026Aurora Design Public Company Limited announced Annual dividend of THB 0.5600 per share payable on May 21, 2026, ex-date on April 30, 2026 and record date on May 05, 2026.
Valuation Update With 7 Day Price Move • Feb 25Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ฿15.60, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 14x in the Specialty Retail industry in Thailand. Total loss to shareholders of 9.1% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ฿15.06 per share.
お知らせ • Jan 08+ 3 more updatesAurora Design Public Company Limited to Report Q3, 2026 Results on Nov 12, 2026Aurora Design Public Company Limited announced that they will report Q3, 2026 results on Nov 12, 2026
Board Change • Dec 24Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Suwinai Wattanakom was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Nov 14Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: ฿0.20 (up from ฿0.15 in 3Q 2024). Revenue: ฿10.3b (up 33% from 3Q 2024). Net income: ฿261.5m (up 28% from 3Q 2024). Profit margin: 2.5% (in line with 3Q 2024). Revenue exceeded analyst estimates by 5.5%. Earnings per share (EPS) also surpassed analyst estimates by 8.1%. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Specialty Retail industry in Thailand.
Reported Earnings • Aug 14Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: ฿0.27 (up from ฿0.26 in 2Q 2024). Revenue: ฿8.83b (up 19% from 2Q 2024). Net income: ฿362.5m (up 5.2% from 2Q 2024). Profit margin: 4.1% (down from 4.7% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) also surpassed analyst estimates by 3.8%. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Specialty Retail industry in Thailand.
Reported Earnings • May 16First quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2025 results: EPS: ฿0.30 (up from ฿0.21 in 1Q 2024). Revenue: ฿8.86b (up 9.9% from 1Q 2024). Net income: ฿398.4m (up 45% from 1Q 2024). Profit margin: 4.5% (up from 3.4% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 9.1%. Earnings per share (EPS) exceeded analyst estimates by 18%. Revenue is forecast to grow 8.9% p.a. on average during the next 2 years, compared to a 4.3% growth forecast for the Specialty Retail industry in Thailand.
お知らせ • Apr 24Aurora Design Public Company Limited Approves Cash Dividend for the Year 2024According to the 2025 Annual General Meeting of Shareholder of Aurora Design Public Company Limited held on 22 April 2025. The Meeting resolved, approved the allocation of net profits from the 2024 operating results as a legal reserve amounting to THB 28,246,000 and approve the payment of dividend at the rate of THB 0.42 per share per share, totaling an amount not exceeding THB 560,280,000. This represents 50.48% of the net profit from the Company's separate financial statements.
Upcoming Dividend • Apr 23Upcoming dividend of ฿0.42 per shareEligible shareholders must have bought the stock before 30 April 2025. Payment date: 19 May 2025. Payout ratio is a comfortable 49% but the company is not cash flow positive. Trailing yield: 2.5%. Lower than top quartile of Thai dividend payers (8.1%). Lower than average of industry peers (3.7%).
お知らせ • Mar 22+ 2 more updatesAurora Design Public Company Limited to Report Q3, 2025 Results on Nov 12, 2025Aurora Design Public Company Limited announced that they will report Q3, 2025 results on Nov 12, 2025
Price Target Changed • Mar 10Price target increased by 16% to ฿20.15Up from ฿17.35, the current price target is an average from 2 analysts. New target price is 24% above last closing price of ฿16.30. Stock is up 13% over the past year. The company is forecast to post earnings per share of ฿0.97 for next year compared to ฿0.85 last year.
Declared Dividend • Mar 02Dividend increased to ฿0.42Dividend of ฿0.42 is 35% higher than last year. Ex-date: 30th April 2025 Payment date: 19th May 2025 Dividend yield will be 3.0%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by earnings (39% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 97% per year over the past 2 years and payments have been stable during that time. EPS is expected to grow by 11% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 01Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: ฿0.85 (up from ฿0.64 in FY 2023). Revenue: ฿33.2b (up 12% from FY 2023). Net income: ฿1.13b (up 34% from FY 2023). Profit margin: 3.4% (up from 2.9% in FY 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 3.4%. Earnings per share (EPS) exceeded analyst estimates by 3.0%. Revenue is forecast to grow 8.8% p.a. on average during the next 2 years, compared to a 4.9% growth forecast for the Specialty Retail industry in Thailand.
お知らせ • Mar 01Aurora Design Public Company Limited, Annual General Meeting, Apr 22, 2025Aurora Design Public Company Limited, Annual General Meeting, Apr 22, 2025, at 14:00 SE Asia Standard Time.
お知らせ • Feb 28Aurora Design Public Company Limited Proposes Dividend for the Year 2024, Payable on 19 May 2025Aurora Design Public Company Limited at its board of directors meeting held on February 28, 2025, proposed dividend at the rate of THB 0.42 per share for the year 2024, totaling an amount not exceeding THB 560,280,000, representing 50.48% of the net profit according to the company's consolidated financial statements which is the company's payment policy by comparing the dividend payment information for the annual operating results for 2024, the Board of Directors set a record date for determining the shareholders who are entitled to receive the dividends on 2 May 2025 and set the dividend payment date on 19 May 2025. Ex-dividend date: 30 April, 2025. However, the rights to receive such dividends remain uncertain as it requires the approval from the 2025 Annual General Meeting of Shareholders to be held on 22 April 2025.
Reported Earnings • Nov 15Third quarter 2024 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2024 results: EPS: ฿0.15 (up from ฿0.11 in 3Q 2023). Revenue: ฿7.88b (up 19% from 3Q 2023). Net income: ฿204.9m (up 45% from 3Q 2023). Profit margin: 2.6% (up from 2.1% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Specialty Retail industry in Thailand.
Reported Earnings • Aug 16Second quarter 2024 earnings: EPS and revenues miss analyst expectationsSecond quarter 2024 results: EPS: ฿0.26 (up from ฿0.15 in 2Q 2023). Revenue: ฿7.52b (flat on 2Q 2023). Net income: ฿344.7m (up 73% from 2Q 2023). Profit margin: 4.6% (up from 2.6% in 2Q 2023). Revenue missed analyst estimates by 2.4%. Earnings per share (EPS) also missed analyst estimates by 3.7%. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Specialty Retail industry in Thailand.
Price Target Changed • Jul 31Price target increased by 7.1% to ฿17.35Up from ฿16.20, the current price target is an average from 2 analysts. New target price is 20% above last closing price of ฿14.50. Stock is down 15% over the past year. The company is forecast to post earnings per share of ฿0.76 for next year compared to ฿0.64 last year.
Valuation Update With 7 Day Price Move • Jul 05Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ฿13.60, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 15x in the Specialty Retail industry in Thailand. Total loss to shareholders of 7.2% over the past year.
お知らせ • Jun 08Aurora Design Public Company Limited Announces CFO Changes, Effective 07 June 2024Aurora Design Public Company Limited announced Changing of CFO. The person assuring overall responsibility in accounting and finance (CFO): Position of CFO - Senior Vice President Finance and Accounting (Acting), Aniwat, Srirungthum. Effective Date of Termination is 07 June 2024. The person assuring overall responsibility in accounting and finance (CFO): Position of CFO - Chief Financial Officer, Miss Pijittra Trirattanathada. Effective date of appointment is 07 June 2024.
Reported Earnings • May 15First quarter 2024 earnings released: EPS: ฿0.21 (vs ฿0.20 in 1Q 2023)First quarter 2024 results: EPS: ฿0.21 (up from ฿0.20 in 1Q 2023). Revenue: ฿8.16b (up 10% from 1Q 2023). Net income: ฿274.6m (up 2.7% from 1Q 2023). Profit margin: 3.4% (down from 3.6% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Specialty Retail industry in Thailand.
お知らせ • May 03+ 1 more updateAurora Design Public Company Limited Announces Resignation of Pichamon Ieamsamang as Accounting Manager (Chief Accountant)Aurora Design Public Company Limited announced resignation of Miss Pichamon Ieamsamang as Accounting Manager (Chief Accountant), effective April 30, 2024.
お知らせ • Apr 27+ 1 more updateAurora Design Public Company Limited Approves Dividend for the Year 2023Aurora Design Public Company Limited at its AGM held on April 25, 2024 approved dividend of THB 0.31 per share for the year 2023.
Upcoming Dividend • Apr 25Upcoming dividend of ฿0.31 per shareEligible shareholders must have bought the stock before 02 May 2024. Payment date: 21 May 2024. Payout ratio is a comfortable 49% but the company is not cash flow positive. Trailing yield: 2.3%. Lower than top quartile of Thai dividend payers (6.0%). Lower than average of industry peers (2.8%).
New Risk • Mar 19New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 2.2% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). High level of non-cash earnings (20% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.
Declared Dividend • Mar 02Dividend increased to ฿0.31Dividend of ฿0.31 is 288% higher than last year. Ex-date: 2nd May 2024 Payment date: 21st May 2024 Dividend yield will be 2.2%, which is lower than the industry average of 2.5%.
お知らせ • Mar 01Aurora Design Public Company Limited Proposes Dividend for 2023, Payable on 21 May 2024Aurora Design Public Company Limited held the Board of Directors' Meeting on 28 February 2024, Approved to propose that the 2024 Annual General Meeting of Shareholders consider and approve the dividend payment from the Company's 2023 operating performance, after setting aside the net profit for legal reserve, at the rate of THB 0.31 per share to the Company's shareholders, totaling THB 413,540,000.00. In this respect, the Board of Directors set a record date for determining the shareholders who are entitled to receive the dividends on 3 May 2024 and set the dividend payment date on 21 May 2024. However, the rights to receive such dividends remain uncertain as it requires the approval from the 2024 Annual General Meeting of Shareholders and any shareholders who are disqualified to receive dividends pursuant to the applicable laws shall not be entitles to receive such dividends. Ex-dividend date is April 30, 2024.
お知らせ • Feb 29Aurora Design Public Company Limited Announces Resignation of Boonchai Pritivichakant as DirectorAurora Design Public Company Limited announced that Mr. Boonchai Pritivichakant, the director who do not wish to renew his term of office.
Reported Earnings • Feb 29Full year 2023 earnings released: EPS: ฿0.64 (vs ฿0.68 in FY 2022)Full year 2023 results: EPS: ฿0.64. Revenue: ฿29.9b (up 1.8% from FY 2022). Net income: ฿850.0m (up 20% from FY 2022). Profit margin: 2.8% (up from 2.4% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.7% p.a. on average during the next 2 years, compared to a 5.8% growth forecast for the Specialty Retail industry in Thailand.
New Risk • Nov 16New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 26% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). High level of non-cash earnings (26% accrual ratio).
Reported Earnings • Nov 16Third quarter 2023 earnings: EPS and revenues miss analyst expectationsThird quarter 2023 results: EPS: ฿0.11. Revenue: ฿6.71b (down 3.0% from 3Q 2022). Net income: ฿141.6m (up 26% from 3Q 2022). Profit margin: 2.1% (up from 1.6% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 8.0%. Earnings per share (EPS) also missed analyst estimates by 15%. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Specialty Retail industry in Thailand.
お知らせ • Sep 19Aurora Design Public Company Limited Announces the Changes of Secretary to the Audit Committee and Company SecretaryAurora Design Public Company Limited announced the changes of: at the Audit Committee meeting no. 5/2023 on 11 August 2023, it was resolved to appoint Acting Sub Lt. Haripong Junya as a secretary of the Audit Committee, with the effective date of 11 August 2023 onwards. At the Board of Directors' meeting no. 4/2023 on 15 August 2023, it was resolved to appoint Ms. Sumana Puangperksuk as a Company Secretary, with the effective date of 15 August 2023 onwards.
Reported Earnings • Aug 16Second quarter 2023 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2023 results: EPS: ฿0.15 (down from ฿0.24 in 2Q 2022). Revenue: ฿7.62b (down 2.9% from 2Q 2022). Net income: ฿199.5m (down 17% from 2Q 2022). Profit margin: 2.6% (down from 3.1% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 9.5%. Earnings per share (EPS) also surpassed analyst estimates by 7.1%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Specialty Retail industry in Thailand.
Reported Earnings • May 18First quarter 2023 earnings released: EPS: ฿0.20 (vs ฿0.24 in 1Q 2022)First quarter 2023 results: EPS: ฿0.20. Revenue: ฿7.47b (down 4.7% from 1Q 2022). Net income: ฿267.3m (up 12% from 1Q 2022). Profit margin: 3.6% (up from 3.1% in 1Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Specialty Retail industry in Thailand.
Valuation Update With 7 Day Price Move • Jan 04Investor sentiment improved over the past weekAfter last week's 16% share price gain to ฿19.80, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 22x in the Specialty Retail industry in Thailand.
Reported Earnings • Dec 01Third quarter 2022 earnings releasedThird quarter 2022 results: Net income: ฿112.5m (up ฿112.5m from 3Q 2021). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Specialty Retail industry in Thailand.